A Comprehensive Approach
Our Wealth Integration Solution strives for a global standard of excellence by following practices that are intended to help you set and achieve your goals, while eliminating confusion and contradictions in your financial plan.
Our practices are organized under a four-step system that emphasizes continual improvement in the decision-making process.
Phase 1 Organize
We collect, review, and analyze all pertinent documents to help set goals and objectives that balance your portfolio’s resources and constraints with your needs.
Phase 2 Formalize
Once we have a clear picture of your situation, we create an Investment Policy Statement (IPS) and/or financial plan that outline potentially appropriate asset classes and allocations.
Phase 3 Implement
Your Wealth Integration professional will prioritize the steps of your plan and coordinate with each of your trusted advisors to put it into action. The end result: a fully integrated and comprehensive plan that adheres to your IPS.
Phase 4 Monitor
Life is full of changes, which is why our monitoring practices extend beyond a simple examination of investment performance. While we regularly monitor your portfolio based on the performance objectives established in your IPS, we also consider your plan to be dynamic and will conduct scheduled reviews with you to keep it relevant as you and your family navigate life’s changes.
You want to know what course you are on — but you don’t want to spend all your time navigating.
Where do you really stand? Are your goals defined? What are the realities and opportunities of your situation? The reports and details of traditional financial planning can be confusing and timeconsuming. In contrast, we provide our clients with clear results. Our reporting plainly defines the issues. We strive to provide common-sense solutions that are understandable and easy to grasp.
Our Process
You’ve probably heard it said that achieving your goals is ten percent planning and ninety percent implementation. We don’t just plan, and then leave you to fend for yourself. We implement and monitor.
Guided by your Investment Policy Statement and our commitment as investment advisors to act in your best interest, we coordinate with your advisors to fully integrate your planning. We then continue to review, monitor, and revise your plan on a regular basis. As you navigate through life, we intend to be with you, every step of the way.